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Projects & productivity integration

Smartsheet integration for AI agents

Insiro connects AI agents to Smartsheet so they can act in it under your rules. Smartsheet is a collaborative work management platform for projects, sheets, reports, dashboards, and workflows. It helps teams organize work, track progress, and coordinate tasks in one shared workspace. Every Smartsheet action runs through Insiro's governed gateway, using each person's own connection (OAuth 2.0 or bearer token).

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What can AI agents do with Smartsheet?

With Insiro, agents can create and update tasks from requests, summarise progress and blockers for a weekly update, move work between stages when conditions are met and assign owners and due dates, all inside the permissions you set for Smartsheet.

  • Create and update tasks from requests.
  • Summarise progress and blockers for a weekly update.
  • Move work between stages when conditions are met.
  • Assign owners and due dates.

A journey through Insiro

Smartsheet logo SmartsheetInsiroSlack

Example: Smartsheet → Insiro → Slack to post a weekly progress digest to the team channel. Insiro checks permissions, applies approvals and records the evidence at every hop.

Frequently asked questions about Smartsheet

Can Insiro AI agents use Smartsheet?

Yes. Insiro connects AI agents to Smartsheet through its governed MCP gateway. Agents can create and update tasks from requests and summarise progress and blockers for a weekly update using each person's own Smartsheet access, with read-only as the default and approvals for actions that change data.

How does Insiro connect to Smartsheet?

Smartsheet connects with OAuth 2.0 or bearer token. Each user connects their own account once; Insiro stores the credential encrypted and brokers it to the tool only at the moment of a call, so models never see it. Admins can also register a workspace-level connection.

Can I make Smartsheet read-only for agents?

Yes. In Insiro Governance, set Smartsheet to Off, Read only, or Read and write in a click. Write actions can require confirmation or owner approval by risk tier, and every call is logged with the user, tool, tokens and cost.

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